Marvell Technology, Inc.

Investors saw the buyback program as a signal of confidence in the company's future

Marvell announces new $5 billion buyback Is the stock worth buying after a 30% collapse?

Adobe Inc.

Unlike Morgan Stanley, most analysts on Wall Street will continue to believe in Adobe

Morgan Stanley downgraded Adobe's stock. Are AI capabilities overrated?

Microsoft Corporation

Oracle Corporation

NVIDIA Corporation

Microsoft has started using artificial intelligence from rival OpenAI, the maker of chat bot ChatGPT, in its products. The company <a href="https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/anthropic-joins-the-multi-model-lineup-in-microsoft-copilot-studio/">announced on</a> September 24 that its AI assistant Copilot will now use the startup Anthropic's models along with those from OpenAI to answer some of its queries.

Microsoft taps ChatGPT competitor for AI assistant. Is the relationship with OpenAI deteriorating?

Intel Corporation

Apple Inc.

U.S. processor designer and manufacturer <a href="https://oninvest.com/issuers/intc?from=data">Intel</a> has approached iPhone maker <a href="https://oninvest.com/issuers/aapl?from=data">Apple</a> with a proposal to invest in its production, sources <a href="https://www.bloomberg.com/news/articles/2025-09-24/intel-is-seeking-an-investment-from-apple-as-part-of-its-comeback-bid">told</a> Bloomberg.

Intel has offered Apple to invest in its manufacturing - Bloomberg. Shares jumped

The main U.S. index has gained nearly 13% since the start of 2025, and was losing about 0.4% in trading on Sept. 24

An analyst saw "irrational optimism" in Powell's words. What will happen to the S&amp;P 500?

Oracle is planning a large-scale borrowing - the company plans to raise $15 billion by placing corporate bonds, Bloomberg wrote, citing sources. The money may be used to finance cloud projects and other expenses related to large cloud contracts with <a href="https://oninvest.com/article/oracle-podpisal-c-openai-odin-iz-krupnejsih-oblacnyh-kontraktov-v-istorii-wsj">OpenAI</a> and Meta. Oracle shares fell nearly 3% amid rising debt and - for the first time since 1992 - negative cash flow.

Oracle to borrow $15 billion in the market amid rising costs - Bloomberg. Shares fell

Alibaba Group Holding Limited

Alibaba shares on the New York Stock Exchange hit a four-year high

Alibaba will increase investment in AI and partner with Nvidia. Shares soared

Amazon.com, Inc.

The internet giant's cloud business faces new threats from Microsoft and Google

Amazon has become a major outsider in Big Tech in 2025. Is it worth buying its stock? 

The scale of Nvidia's new commitment could attract the attention of antitrust regulators

"Investor of last resort": analysts saw bubble risks in Nvidia and OpenAI deal

Vistra Corp.

The surge in Vistra's quotations has exceeded the wildest forecasts and now its potential is limited, the investment bank said

Jefferies removed its recommendation to buy Vistra shares after Vistra's stock rose to a record high

Micron Technology, Inc.

Micron has become one of the main beneficiaries of the investment boom in the AI sphere

Micron improved its outlook due to demand for AI memory. Will the stock rally continue?

Palantir Technologies Inc.

The Boeing Company

Since the beginning of the year, Palantir's market value has risen 141% against the S&amp;P 500's 13% climb

Artificial intelligence (AI)